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Brian Fullerton
Directeur en chef des Investissements chez
Avestar Capital LLC
Profil
Mr. Brian Fullerton, CFA MBA, is a Chief Investment Officer at Avestar Capital LLC.
He specializing in asset allocation, manager selection, and tax-efficient strategies.
Prior to joining Avestar, he served as a Managing Director at Goldman Sachs, where he led client relationships and managed funds in its External Investment Group.
His tenure at Goldman Sachs was marked by a commitment to excellence and a track record of success in delivering value to clients.
He held key positions at Gottex and Merrill Lynch Investment Management, where he demonstrated his expertise in alternative investments and led a 500-person team investing approximately $300 billion in assets across stocks, bonds, and alternatives for Merrill's wealth management clients.
Prior to Merrill, he served as Chief Risk Officer for Boston-based Putnam Investments.
Mr. Fullerton holds a Master of Business Administration from the University of Pennsylvania's Wharton School, is a Chartered Financial Analyst (CFA), and a graduate of the University of Virginia.
Postes actifs de Brian Fullerton
| Sociétés | Poste | Début |
|---|---|---|
Avestar Capital LLC
 Avestar Capital LLC Investment ManagersFinance Avestar follows an independent and fiduciary standard-based advisory model and takes an endowment-style approach to family balance sheets. With total portfolio management, the firm manages a range of strategies to seek optimal outcomes for an investor’s unique risk and liquidity profile. They build the financial planning and investment strategy based on the client’s goals. Their research process for investment management is comprehensive and systematic, encompassing both quantitative and qualitative factors. | Directeur en chef des Investissements | 01/05/2024 |
Anciens postes connus de Brian Fullerton
| Sociétés | Poste | Fin |
|---|---|---|
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Head-Equity Investments | 31/07/2007 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Head-Equity Investments | 28/09/2006 |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Corporate Officer/Principal | 30/12/1998 |
Formation de Brian Fullerton
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance MLAM's worldwide approach to equity investing uses a philosophy of identifying relative value among individual stocks and stock markets by focusing primarily on two variables: reinvestment rate and the price-to-book value ratio. There are seven additional screens employed to further refine the process. The factors used to identify value include price-to-cash flow, price-to-earnings ratios, past and future earnings growth and dividend payouts. For asset allocation, a country whose market valuation measurements seem consistently above or below world averages or its own historical averages are over or under-weighted accordingly. The degrees of over or under-weighting are determined by relative economic prospects as measured by the outlook for GNP, inflation and interest rates of each country and their impact on currency movements. By combining a value approach to individual stock selection with asset allocation by country, the firm seeks to achieve consistent performance relative to international equity indexes. MLAM combines top-down and bottom-up analysis and uses proprietary models as part of their research process. Their funds are team-managed. | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Avestar Capital LLC
Avestar Capital LLC Investment ManagersFinance Avestar follows an independent and fiduciary standard-based advisory model and takes an endowment-style approach to family balance sheets. With total portfolio management, the firm manages a range of strategies to seek optimal outcomes for an investor’s unique risk and liquidity profile. They build the financial planning and investment strategy based on the client’s goals. Their research process for investment management is comprehensive and systematic, encompassing both quantitative and qualitative factors. | Finance |
